Notícias

Strive, a publicly listed Bitcoin treasury company, has released its first-quarter financial results. According to Foresight News, the company reported a GAAP net loss of $265.9 million, with 96.6% attributed to the decline in Bitcoin's fair value. Total revenue for the quarter amounted to $2.76 million. As of May 12, Strive's Bitcoin holdings stood at 15,009 BTC, and its cash and cash equivalents totaled $87.6 million. Additionally, Strive announced it will begin daily dividend payments on its SATA preferred stock starting June 16, maintaining an annual dividend rate of 13%.

Bitcoin's price exceeded $81,000 on May 14, 2026, according to Glassnode data. The MVRV Z-Score, a metric used to assess market tops, remained close to 1, indicating it is far below levels seen during previous cycle peaks. Additionally, Glassnode data reveals that exchange balances are near 3 million BTC, while U.S. spot Bitcoin ETFs hold approximately 1.3 million BTC.

Bitcoin (BTC) is diverging from historical cycle patterns, with key on-chain metrics remaining subdued despite BTC surpassing $81,000, according to BeInCrypto. The MVRV Z-Score, which measures the gap between Bitcoin's market and realized value, has not reached levels that historically signaled cycle tops. As of May 14, 2026, the Z-Score is near 1, far below past peaks. Exchange balances have also declined, with reserves dropping from over 3.3 million BTC in early 2022 to around 3 million BTC. Meanwhile, US spot Bitcoin ETFs, which emerged in January 2024, now hold approximately 1.3 million BTC, representing 6.5% of the circulating supply. This structural shift suggests a change in market dynamics, with institutional accumulation outpacing retail activity.

On May 15, a notable transaction was detected involving a significant Bitcoin leverage trade. According to BlockBeats On-chain Detection, a whale executed a 10x leverage trade involving 700 Bitcoins. This transaction highlights the ongoing activity and interest in the cryptocurrency market.

Alpine Fox Capital, a U.S. investment firm, has disclosed its substantial holdings in Bitcoin mining companies, according to ChainCatcher. The firm's 13F filing with the U.S. Securities and Exchange Commission (SEC) for the first quarter of 2026 reveals ownership of 3.762 million shares in Cipher Mining (CIFR), valued at approximately $48.4 million. This investment represents the largest portion of its disclosed portfolio, which totals around $154 million. Additionally, Alpine Fox Capital holds 750,500 shares in another Bitcoin mining company, IREN, valued at about $25.7 million.

EMCD and Vnish have announced a partnership aimed at enhancing Bitcoin miner profitability amid rising operational costs and post-halving challenges. According to BeInCrypto, the collaboration combines EMCD's mining pool infrastructure with Vnish's firmware technology, which holds a 26.4% global market share. The initiative focuses on optimizing miner setups by addressing inefficiencies such as voltage settings on ASIC chips, pool fees, and rejected shares. EMCD founder and CEO Michael Jerlis emphasized the need for practical support, highlighting that the partnership aims to cut fees and improve miner profitability through targeted diagnostics and tuning.

El Salvador's BINAES library, located in San Salvador, is a seven-story public facility that remains open around the clock, providing free access to its visitors. According to NS3.AI, the library integrates spaces for reading, family activities, and technology. Notably, the sixth floor is dedicated to Bitcoin literature and features a Mempool.space screen. Additionally, the library's digital collection offers access to over 9 million books, enhancing the educational resources available to the public.

JPMorgan anticipates that Ethereum and other altcoins will continue to underperform Bitcoin due to ongoing weak market conditions. According to NS3.AI, JPMorgan noted that Bitcoin has shown greater resilience compared to Ethereum, particularly in spot ETFs and institutional futures positions. Additionally, JPMorgan highlighted that Ethereum's upgrades over the past three years have not significantly increased network activity and have weakened the token burn mechanism.

On May 14, 2026, 17:04 PM(UTC). According to Binance Market Data, Bitcoin has crossed the 82,000 USDT benchmark and is now trading at 82,007.289063 USDT, with a narrowed 3.53% increase in 24 hours.

The U.S. Senate Banking Committee has commenced discussions on the Cryptocurrency Market Structure Act, known as the CLARITY Act. According to Odaily, U.S. Senator Cynthia Lummis, a long-time Bitcoin advocate, described the CLARITY Act as one of the most challenging bills of her career. She noted that cryptocurrencies possess both commodity and security characteristics, and the innovation brought by blockchain technology is still an emerging field. The bill requires extensive bipartisan negotiation and industry involvement. Lummis expressed gratitude to several Democratic and Republican senators, including Ruben Gallego, Mark Warner, Angela Alsobrooks, Bernie Moreno, Thom Tillis, and John Kennedy, for their cooperation in advancing the bill.
In response to concerns raised by Democratic Senator Elizabeth Warren regarding consumer protection and enforcement, Lummis argued that the bill actually benefits consumers and addresses enforcement issues. She emphasized Bitcoin's value in specific situations, stating it can help individuals experiencing domestic violence or living in oppressive countries to "store wealth in their minds and take it with them," as Bitcoin private keys can be memorized.

Bitcoin's 30-day realized cap net position change has increased to $2.8 billion per month, according to Glassnode. However, inflows are still below levels seen in previous breakout phases. Analysts have noted that the overhead supply near $86,900 and negative funding rates since March are hindering Bitcoin's ability to surpass the $80,000 mark.

On May 14, 2026, 15:00 PM(UTC). According to Binance Market Data, Bitcoin has crossed the 81,000 USDT benchmark and is now trading at 81,149.992188 USDT, with a narrowed 1.66% increase in 24 hours.

Canaan, a prominent player in the Bitcoin mining industry, reported mining 90 BTC in April. According to NS3.AI, this addition brings the company's total cryptocurrency holdings to 1,826 BTC and 3,952 ETH. The company's continued efforts in mining underscore its significant presence in the cryptocurrency market.

Spiral, the Bitcoin open-source development division of Block, has launched a free AI vulnerability scanning tool named Loupe for open-source Bitcoin projects. According to ChainCatcher, Loupe is designed to support continuous security scanning, aiming to enhance the security auditing capabilities of small and medium-sized development teams.

Delphi Digital has released a report indicating that the authorized issuance cap for Strategy's variable rate Series A perpetual preferred stock (STRC) is approximately $28.3 billion. According to Odaily, if this cap is reached without expansion, Strategy's rate of Bitcoin accumulation may slow down. Earlier this week, Strategy purchased 535 Bitcoins for $43 million, with most of the funds raised through the sale of Class A common stock, MSTR.
Currently, Strategy's market net asset value (mNAV) stands at 1.25 times. Researchers noted that when mNAV is low, Strategy uses STRC as the primary accumulation tool. If mNAV increases, the company might opt to acquire Bitcoin through MSTR sales. Strategy holds $2.25 billion in cash reserves, with the next significant cash obligation due in September 2027.

On May 14, 2026, 13:23 PM(UTC). According to Binance Market Data, Bitcoin has crossed the 80,000 USDT benchmark and is now trading at 80,043.28125 USDT, with a narrowed narrowed 0.27% decrease in 24 hours.

Bitcoin custody platform Onramp has successfully raised $12.5 million in its Series A funding round, bringing the company's valuation to $135 million. According to Foresight News, the information was disclosed by the company's CEO, Michael Tanguma, to Axios Pro.
Onramp specializes in assisting large Bitcoin holders in distributing their assets across multiple institutions for custody. This approach allows users to avoid reliance on a single custodian and eliminates the need for self-management of private keys.

Bitcoin mining company BitFuFu (NASDAQ: FUFU) has released its operational data for April 2026, revealing the extraction of 145 BTC during the month. According to Foresight News, the company mined 113 BTC through cloud computing and 32 BTC using its own computing power. BitFuFu's Bitcoin holdings increased by 18 BTC from March 31, 2026, reaching a total of 1,812 BTC.
Leo Lu, Chairman and CEO of BitFuFu, noted that the company faced two major challenges in April: an unexpected power outage at the Ethiopian mining site and adjustments to third-party computing power procurement strategies. These factors impacted the month's production. The average cost of self-mining was approximately $59,000 per Bitcoin.

Crypto markets remained under pressure on Thursday as Bitcoin held below $80,000, nearly $400 million in leveraged long positions were liquidated, and altcoins slid broadly in response to hotter-than-expected US inflation data that sent risk assets into retreat.
Bitcoin was trading around $79,800 after dropping as low as $78,720 on Wednesday — still well below its weekly open of $82,500 and unable to reclaim the 200-day moving average at just above $82,000 that has emerged as the defining technical resistance of the current cycle.
What triggered the move: PPI surprises to the upside
Wednesday's Producer Price Index reading provided the macro catalyst for the risk-off turn. PPI rose 6% on an annual basis — its highest level since 2022 — adding to the inflation picture already complicated by Tuesday's hotter-than-expected CPI print. Together, the two inflation reports in as many days have made a compelling case that price pressures are re-accelerating rather than stabilizing, reinforcing expectations that the Federal Reserve will hold rates at 3.50% to 3.75% not just through June but potentially through the end of the year.
For crypto markets, which have become increasingly sensitive to US macro data as institutional adoption has deepened, the one-two punch of CPI and PPI was enough to unwind positioning that had built up in anticipation of a clean breakout above $82,000.
Derivatives: $400 million in liquidations, longs dominate the damage
The derivatives market told the clearest story of how one-sided bullish positioning had become. Total liquidations surged 68% to nearly $400 million over 24 hours, with the vast majority coming from long positions. Bitcoin alone saw $117 million in liquidations, of which $102 million — roughly 87% — were longs. The concentration of liquidations on the bullish side confirms that a significant portion of the market had been positioned for an upside breakout above the 200-day moving average that did not materialize.
Futures volume rose 14% to $189 million over the same period while open interest declined 2% to $133 billion, suggesting that elevated trading activity was driven by position closures rather than new capital entering the market. Bitcoin's open interest edged slightly higher to 750,000 BTC from 745,000 BTC, but the 24-hour cumulative volume delta remained negative — meaning sell orders dominated buy limit orders throughout the session, a sign of persistent selling pressure beneath the surface.
Ethereum's open interest reached a record high of 15.42 million tokens earlier Thursday, surpassing the previous peak of 15.33 million set in July. The record OI in a range-bound market — ETH has largely oscillated between $2,200 and $2,450 over the past four weeks — reflects growing demand for leverage without a clear directional conviction behind it.
Across the broader market, the open-interest-adjusted cumulative volume delta for most of the top 25 coins remained negative, pointing to sustained selling pressure that could extend downside risk particularly in the altcoin market, which is heavily influenced by derivatives positioning.
Options market signals hedging demand
In the options market, the most actively traded contract on Thursday was the $75,000 strike Bitcoin put expiring May 29 — a downside hedge that signals meaningful demand for protection against a drop toward that level. The presence of that put as the most traded contract, while the remaining top five most active contracts were calls, reflects a market that is simultaneously hedging downside and maintaining some bullish exposure — a positioning profile consistent with uncertainty rather than clear directional conviction.
Despite the volatility and the CLARITY Act markup scheduled for Thursday, both Bitcoin and Ether 30-day implied volatility indexes remained subdued, suggesting the options market is not yet pricing in a sharp directional move in either direction.
Altcoins: memecoins lead losses, 75 of top 100 in the red
The altcoin market bore the brunt of Thursday's risk-off move. The Altcoin Season indicator dropped back to 43 out of 100 after briefly touching 50 on Monday, reflecting the rapid deterioration in broader crypto risk appetite. Of the 100 assets in the CoinDesk 100, 75 were in the red on Thursday.
Memecoins led losses, with the CoinDesk Memecoin Select Index tumbling more than 4% since midnight UTC and over 10% across the full 24-hour period. The DeFi Select Index also showed weakness, losing 1%, while the Bitcoin-heavy CoinDesk 20 index held up comparatively well with only a 0.16% decline — illustrating the same dynamic visible in the ETH/BTC ratio, where Bitcoin's relative defensiveness continues to outperform higher-beta crypto assets.
Restaking token ETHFI led individual declines among tracked assets, falling 4.1% since midnight and 7.5% over 24 hours. A handful of tokens bucked the trend: XDC rose 7.5% and Humanity Protocol broke out of a recent downtrend with a 3.9% gain since midnight UTC.
What to watch
The CLARITY Act markup in the Senate Banking Committee, scheduled for Thursday, remains a potential positive catalyst that could shift sentiment if it advances as expected. Multiple analysts have flagged a clean procedural win on the bill as a trigger for renewed institutional buying regardless of the macro backdrop.
On the technical side, Bitcoin's ability to hold above $78,720 — Wednesday's session low — will be closely watched as the key near-term support level. CryptoQuant has identified $70,000 as the broader support floor if the current weakness extends, representing the average cost basis of the market as a whole. A recovery above $82,000 and the 200-day moving average would be required to shift the technical picture back to bullish.